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Post Holdings points to nuanced M&A approach as volumes decline
Yahoo Finance· 2025-11-24 11:41
Group 1 - Post Holdings is adopting a nuanced approach to mergers and acquisitions (M&A) to balance opportunities with share buybacks amid declining volumes across its consumer brands, pet food, breakfast cereal, and refrigerated products [1] - The foodservice division of Post Holdings is experiencing growth, contrasting with the overall decline in volumes [1] - CEO Rob Vitale indicated that out-of-home volumes will be supported in fiscal 2026 by the company's highest value products, which are expected to generate significant cash flow for both organic and inorganic growth opportunities [2] Group 2 - In response to a challenging volume landscape in retail products, Post Holdings plans to focus on cost reduction and profitable brand investments while continuing to explore M&A opportunities [3] - Vitale highlighted that the cost of capital has changed dramatically, suggesting a potential inflection point that may increase pressure on the company [4] - The company is shifting its strategy from merely using M&A for growth to a more thoughtful approach that emphasizes quality and innovation rather than just size [5] Group 3 - Vitale disagreed with the notion that Post's portfolio is primarily built around value, asserting that it is centered on choice with a variety of price points [6] - The company aims to innovate towards higher or middle-income consumers, particularly in response to trends affecting lower and middle-income households [6] - Post Holdings plans to capitalize on the rising trend around protein in products like cereals and granola, which are growing faster than other categories [6]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-11-23 15:02
How it started vs how it’s goingThe rate of innovation is insane.Tesla robot will be the largest product ever to launch. https://t.co/6TUFLEwdkr ...
Zipper company upgrading the zipper after 100 years
NBC News· 2025-11-21 03:44
It's the most overlooked part of your clothing until it gets stuck. >> I don't want to break it, guys. >> We're all familiar with the jam, the snag.>> How does this happen. It's It's not budging. >> And the panic pull.>> I don't think I can get it off. >> Now, the world's largest zipper company says it's time for a makeover. You've probably seen YKK's logo hiding on your clothing.The 90-year-old Japanese company makes more than 100 million zippers a year. The way zippers are designed has remained unchanged ...
Is Colgate's Innovation Engine Enough to Revive Its Volumes?
ZACKS· 2025-11-20 19:41
Core Insights - Colgate-Palmolive Company is facing challenges due to slowing global category growth and consumer uncertainty, but it maintains resilient pricing power while struggling with volume recovery in developed markets [1][9] - The global relaunch of Colgate Total is a significant driver for premiumization and market share gains, enhancing Colgate's competitive position in Oral Care [2][9] - Colgate's innovation strategy is expanding across its portfolio, utilizing AI and advanced data analytics to improve product development and marketing effectiveness [4][9] Oral Care - The relaunch of Colgate Total, which includes toothpaste, toothbrush, and mouthwash, is helping the company strengthen its market position despite regional challenges [2][3] - In Latin America, market shares are recovering as reformulated products are reintroduced, while in Asia, premium, science-based launches are effectively stimulating category growth [3] Innovation and Technology - Colgate is deploying AI-enabled tools to accelerate product development and enhance demand generation, focusing on price-pack architecture and tailored marketing strategies [4][7] - The company believes it is at a strategic inflection point, with new capabilities and a more agile operating model facilitating faster innovation cycles [7] Pet Nutrition - Hill's Pet Nutrition is outperforming its categories with a strong pipeline of therapeutic and science-driven products, demonstrating the effectiveness of differentiated value over discounting [5] Market Challenges - Colgate faces obstacles in restoring volume momentum, including consumer pressures in North America, competitive intensity in China's e-commerce, and sluggishness in developed markets [6][9] Financial Performance - Colgate's shares have declined by 13.7% year to date, slightly worse than the industry's 13.2% dip [8] - The forward price-to-earnings ratio for Colgate is 20.43X, compared to the industry average of 18.21X [10] - The Zacks Consensus Estimate indicates modest EPS growth of 1.7% for 2025 and 5.2% for 2026, with recent downward adjustments in estimates [11][12]
Who is a Scientist? Shaping Innovation from the Heart | Sahra Tasdelen | TEDxMedUniGraz
TEDx Talks· 2025-11-20 17:42
Main Argument - The presentation challenges the conventional image of a scientist, advocating for a more inclusive and relatable perception [1][20] - It emphasizes that scientists are defined by curiosity, connection, and courage, rather than by their appearance, credentials, or publications [18] - The speaker encourages scientists to communicate their work effectively and share their stories to bridge the gap between science and the general public [2][19] Perceptions of Scientists - A survey of 72,000 people in 68 countries revealed that while scientists are considered competent, they are also perceived as not open and responsive [8] - Another research indicated that 90% of Americans view scientists as intelligent, but less than half believe they communicate well [9] - These perceptions contribute to a disconnect between science and everyday life, fueled by misinformation and poor communication [7][10] Underrepresentation of Women in Science - Statistics show that only about 4%, or 27 out of over 600, Nobel Prize winners in scientific fields have been female [13][14] - The speaker highlights the importance of visibility and role models for women in science to address this imbalance [14] - The speaker mentions notable female scientists like Mileva Einstein, Rosalind Franklin, and Barbara McClintock, emphasizing their contributions and struggles [16] Call to Action - The presentation urges scientists to stay curious, turn questions into experiments, and share their discoveries in an understandable way [17] - It encourages everyone to ask questions, share their stories, and shape the future with empathy and knowledge [19][20] - The speaker emphasizes that innovation happens when minds meet hearts and knowledge meets empathy, fostering collaboration and progress [19]
Healing the Myth of 'Too Young' in Healthcare | Claire Cho | TEDxUnion Women
TEDx Talks· 2025-11-20 17:40
If you've ever watched an episode of a medical TV show or even seen a clip of one, you've probably seen a medical grade oxygen tank, the ones the patients are hooked up to, the ones connected to the nose tubes or the mass under the flashing lights in the back of an ambulance. But what most people don't realize is just how powerful these tanks actually are. Each one contains around a whopping 2,000 lb per square in.This is enough force to become a flying projectile with the power to blast through cinder bloc ...
Challenging The Status Quo | Satish Kumar | TEDxISH
TEDx Talks· 2025-11-20 17:39
Hospitality Industry Challenges - The hospitality industry in India is often inward-focused, with leadership roles typically filled by those with extensive industry experience, potentially creating resistance to outside ideas [1][2] - Innovation in the industry tends to be selective, with new designs and culinary concepts being readily adopted, but changes in people management and work practices occurring more slowly [2][3] - The status quo is maintained through inaction and resistance to change, leading to missed warning signs, ignored feedback, and silenced new voices [5][6] - Long working hours and unpredictable schedules in hospitality can negatively impact employee well-being and lead to attrition [8][9] Overcoming Resistance to Change - Moderate dissatisfaction with the status quo can be a catalyst for innovation, but leaders must provide job security and psychological safety [11][12][13][14] - Challenging the status quo requires a strong foundation of facts and research, empathetic listening, and persistence [17][18] - Early wins are crucial for demonstrating the benefits of change and building belief among stakeholders [19][21][22] Impact of Change - Implementing fair overtime pay, despite initial fears, can be achieved through piloting systems and making adjustments [10][11] - Data indicates that overtime costs can be a small percentage (0.1%) of total revenue [20] - Addressing employee concerns and implementing changes can significantly reduce attrition rates, as demonstrated by a property reducing attrition from 55% to 19% [20] Leadership and Future Outlook - Leaders must prepare for the future by rewarding curiosity and creating environments where people feel safe to ask better questions [23][24] - Clinging to the status quo is the slowest form of failure, while challenging it is the fastest way to progress [25]
BASF Coatings Launches Automotive OEM Coatings Plant in Germany
ZACKS· 2025-11-20 17:05
Core Insights - BASF SE has launched a new state-of-the-art production facility for automotive OEM coatings at its Muenster site in Germany, aimed at manufacturing high-demand colors with improved production efficiency and consistent product quality [1][7] Group 1: Investment and Production - The new facility strengthens BASF Coatings' position in the high-volume coatings segment, featuring a high degree of automation that enhances process stability, reliability, and sustainable operations [2] - This facility is one of BASF Coatings' most transformative investments in the past five years, reflecting a significant commitment to innovation and efficiency [2] Group 2: Sustainability Efforts - The facility is designed to optimize energy consumption and reduce CO2 emissions, powered by renewable wind energy since 2022, which cuts approximately 4,000 tons of CO2 annually [4] - This initiative aligns with BASF Coatings' global sustainability and innovation strategy, providing reliable, high-performance coating solutions for automotive customers [4] Group 3: Market Performance - BASFY's shares have increased by 16.6% over the past year, contrasting with a 25.8% decline in the industry [5]
X @Ethereum
Ethereum· 2025-11-20 12:53
Ethereum is for collective innovation.Crecimiento 🌞 (@crecimientoar):REGULATION DAY — DEVCONNECT EDITIONAlready at @efdevcon! In a few minutes, we kick off Regulation Day, Argentina’s leading space to discuss the future of tech regulation.Regulation Day strengthens bridges between the public sector and the tech industry, positioning Argentina https://t.co/RmfIBw8rAR ...
Solana ETFs: Innovation Continues Through Sell-Off
Etftrends· 2025-11-20 12:05
Core Insights - Bitcoin experienced a significant year, but losses towards the end overshadowed the earlier months of innovation and regulatory support [1] - As of November 18, macroeconomic uncertainty has impacted the market [1] Summary by Categories Market Performance - Bitcoin had a massive year with notable gains, but recent losses have raised concerns [1] - The end-of-year losses have overshadowed the impressive performance in the preceding months [1] Innovation and Regulation - The earlier months of the year were characterized by innovation and favorable regulatory developments [1] - Regulatory tailwinds contributed positively to the market dynamics during the year [1] Macroeconomic Factors - As of mid-November, macroeconomic uncertainty is affecting investor sentiment and market stability [1]